Trust & Estates Paralegal

Responsibilities

• Cook up probate court filings and recordings, making sure they stick to local court rules.
• Prepare probate administration documents like petitions, orders, and other necessary filings.
• Help out with trust administration and estate settlement tasks.
• Support trust and estate litigation, handling things like pleadings, exhibits, document management, and discovery.
• Write fiduciary accountings that follow California Probate Code requirements.
• Handle federal and state gift and estate tax returns.
• Assist with estate planning document preparation and execution.
• Communicate with clients, fiduciaries, and professional advisors to gather and organize information.

Requirements

• 5+ years of Trust & Estates Paralegal experience.
• A California Paralegal Certificate is required.
• Strong knowledge of California probate, trust administration, and estate planning procedures.
• Experience with trust and estate administration and/or litigation is preferred.
• Experience preparing gift and estate tax returns is preferred.
• A Bachelor's degree is preferred.
• Excellent communication, organizational, and time-management skills.
• Ability to manage multiple priorities independently.
• Proficiency with Microsoft Office Suite, e-discovery, and trial preparation tools.